Security model
·
Role-based security in
Microsoft Dynamics CRM focuses on grouping a set of privileges together
that describe the responsibilities (or tasks that can be performed) for a user.
Microsoft Dynamics CRM includes a set of predefined security roles. Each
aggregates a set of user rights to make user security management easier. Also,
each application deployment can define its own roles to meet the needs of
different users.
·
Record-based
security in Microsoft
Dynamics CRM focuses on access rights to specific records.
·
Field-level
security in Microsoft
Dynamics CRM restricts access to specific high business impact fields in
an entity only to specified users or teams.
How to apply
Field-level security in any field:
- Enable Field Level Security option while creating the field
- Create a field security profile from Settings > Administration> Field Security Profile.
- Add the users whom you want to impose field security and apply Field Permission to select the field created
- Now the selected users will not be able to view the value assigned to that field in the entity form.
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